Anthony Schena is a financial advisor with UBS Financial Services in Plymouth, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

David Whiting is a CFP® professional with 40 years of experience in the financial services industry. He has been with LPL Financial since 1994. Whiting serves as treasurer for the Tom C. Siever Charitable Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Derek Gage is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2007, following positions at Ryan Beck & Co., Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he serves on the board of directors for the charitable organization Wicked Good Cause and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended as a basis for client decisions.

Nicholas Fichter is a CFP® and holds a Series 65 license with 32 years of industry experience. He has been the sole advisor at Fichter & Co. Investors since 1990. Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients, while also serving various institutional and non-profit entities. The firm manages approximately $3.12 million in assets across 27 client relationships and is noted for its diverse client base, which includes sovereign wealth funds, banking institutions, government entities, and charitable organizations.

Leo Leydon is a financial advisor with Financial Focus Asset Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services along with tax, business, and accounting advice through its affiliated entity, Financial Focus Advisory Services.